Self-Service Client Portal

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Self-Service Client Portal

With far more regulations to comply with than ever before, and even more making their way down the regulatory track, banks across the world are constantly treading a fine line between achieving compliance for new client onboarding, performing look-back reviews and refreshes, and ensuring compliance with impending regulations for existing clients.

Fenergo Self-Service Portal is a secure, cloud-based, multi-lingual portal designed to automate, streamline and expedite the Regulatory Client Outreach process, significantly reducing the effort and time lag involved in collecting data and documentation from clients.

Its user-friendly interface guides clients to submit data and documentation easily through a step-by-step form filling process, which ensures that every required field is successfully completed before the form can be submitted to the financial institution.